Note Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Note Advisors, LLC holds 26,216 shares of JEPI stock, worth $1.47 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
26,216
Previous 23,416
11.96%
Holding current value
$1.47 Million
Previous $1.35 Billion
11.2%
% of portfolio
1.24%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,389Shares Held
737MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio